2023 Personal Trust Q&A Podcast

Q&A Call 04/21/23


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See the Video Recording here: https://us02web.zoom.us/rec/play/WbtCBKj45XYwDbeoYJ0_G-AvqSnxVUJbtFjFjWi0M24wdYuK_5jA5hA0xEuhKGaXYZujN_zGmQp8NeM8.br7CiP6GURuoPc4L?autoplay=true&startTime=1682092962000

Access the Live Transcript here:
https://otter.ai/u/RlIswB3EWshUaTPplD-hAYR01es?utm_source=copy_url

Register for our first Annual Mastermind and Networking Event here: https://www.abundancegroup.com/2023event

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Looking to invest in life insurance and leverage your Trust? 

  • Email Ben at [email protected], or use the link below to receive your free quote!
  • Get your free quote here: https://www.abundancegroup.com/insurance

*Documents used on this call:

  • Application for Delivery of Mail through Agent: https://about.usps.com/forms/ps1583.pdf

Outline:
-How to get a picture in your spreadsheet?
5:03
-Bills and utility bills.
11:36
-Drivers on-demand question.
19:41
-How do we account for Capital Loss?
25:50
-How do you determine where the administrative address of your Trust is?
34:58
-Who are the beneficiaries of the Business Trust?
43:48
-Examples of maintenance and support.
52:34
-Conveying assets into a Business Trust.
1:00:41
-Business transfer and tax considerations.
1:07:33
-What is a Deed of Trust conveyance?
1:13:04
-What is an equity stake in a business?
1:20:28
-What happens if the Trust becomes insolvent?
1:29:15
-Who should be the Trustee of the Trust?
1:38:36

...more
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2023 Personal Trust Q&A PodcastBy Ginamarie Gaudio-Grace